Estate planning is key to protecting your assets and ensuring a smooth transition to your heirs. Watch for crucial do's and ...

During the lifetime of a partner, it is vital that spouses are aware of the assets and investments each contributes.

While it's not exactly fun to financially plan for dying one day, it's better than leaving your loved ones unprotected.

“Having dealt with as many estates as I have, not planning for it does not lead to a great outcome,” says Ms. Tretina-Nelson, ...

Federal Estate, GST and Gift Tax Rates The federal estate, gift and GST applicable exclusion amounts are as summarized below. In simple terms, ...

The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act), was originally signed into law on December 20, 2019.

Renovating? It's all about planning, planning, and more planning. How to work solar panels and heat pumps into your plans.

The "great wealth transfer" refers to the historic shift in wealth we are witnessing now, and over the coming decades.

If you’re under 50 years of age, you can contribute up to $23,000; if you are over 50 years old, you can add a $7,500 “catch-up” amount. Advisers recommend that you invest in a globally diversified ...

Experts in the real estate market have made their predictions for the year to come and pent-up demand combined with lack of ...

While most people understand financial planning is important in preparation for retirement, they might not realize how important it remains afterward. For some, they view retirement as the ...

News release The city of Santa Clarita encourages interested and qualified residents to apply for an unscheduled vacancy position on the city’s Planning Commission as a result of Patsy Ayala’s […] ...